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Trying using wildcards within your vlookup: https://exceljet.net/formula/partial-match-with-vlookup
Not a dumb question at all. Have you tried the Excel Fuzzy Lookup add-in?
Easy to use and works like a charm.
I follow the school of thought that if answering a question can increase workflow efficiency, it’s not a dumb question.
Personally, every time I encounter a situation where I find myself stuck due to any lookup limitations in a spreadsheet, I query the data in SQL and push output to the spreadsheet. However, I understand there are situations that benefit from keeping everything internal in excel for a smooth//simpler UI.
If you’re trying to join tables to find where A LIKE B in B and not where A = B in B, I would head over to the microsoft downloads page and download + install fuzzy lookup. This will allow you to vlookup on similarities and not just equivalencies.
You can also do this in the VBA by searching for the root of a match, as VP1 recommended
Apologies, just saw that someone else already recommended fuzzy, didn’t mean to offer repeat advice
+1 to fuzzy lookup, or alternatively use CONTAINS( ) function, like =CONTAINS(“Deloitte”) to match line items that may have Deloitte & Touche, Deloitte Consulting, etc.
Oh I just assumed it was a command that didn’t come with my home version of excel so i just built a custom command for it so i could fit in with y’all cool kids hahahaha
Subject Expert
You can hack the thing with VBA.
if it’s not exact match, look for the root.
If you’re looking for “John Doe Senior” - I’d start by looking for “Doe”
Great suggestion, I was hoping to do something like this but each line item is vastly different so I can use one root word for one line item but would need to use another for the next. Looking to automate this a bit
This may be manual but a simple Find All?
you could always filter It to show all the relevant ones -then make all of them match with the same text and then It would be possible to do with matches or vlookups
Have you tried a zlookup instead of a vlookup
Fuzzy Match ftw
Conversation Starter
Lower and strip the field then match on that, surprised nobody has suggested this... Basically, just lower the case so it's all consistent, then strip any weird characters. Then try matching on that
If you want to go down the rabbit hole a bit, you can also add the ability to search using regular expressions with custom functions using VBA. This will give you the most flexibility for pattern matching and I'm sure there's a tutorial out there somewhere on how to do this.